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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dallas | TX | 04/2012 | 06/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2018 |
| Prospera Financial Services | Dallas | TX | 06/2018 | Present |
1. DBA Fulcrum Wealth Planning; Investment Related - Yes; Grapevine, TX; Owner / Member; 40 hrs weekly; compensation will be over 60% of annual income. 2. Mr. Tolson in an Accounting and Business Consultant for DOT Compliance Group. Located at 100 Decker CT #250 Irving, TX 75062. Spending 1-9% on a weekly basis during market hours. Compensation is 1-9% of the his annual income. 3. Rental Properties and Development; Investment Related - Yes; 4409 El Campo Ave, Fort Worth, TX 76107; Rental Property; Owner; 05/2026; 5 Hours per Month; 1 During Trading Hours; Own and possibly develop/redevelop) properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-07 |
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